Bit CRM - Complete WordPress Sales Pipeline & CRM

What does the product do? Bit CRM is a robust WordPress plugin that unifies contact management, lead tracking, and invoicing directly within your own website. It enables you to move prospects through a visual sales pipeline, manage detailed B2B company records, and create professional invoices natively. By operating entirely within your own database, you maintain complete ownership of your customer data without the need for expensive, recurring third-party SaaS subscriptions.

Who is it for? Freelancers, Agencies, B2B Sales Teams, WooCommerce Store Owners, and Small Businesses.

Key Features:

• Core modules for managing leads, contacts, companies, deals, and products

• Visual sales pipeline with customizable Kanban boards and list views

• Native WooCommerce sync for customers, orders, and products

• Built-in visual workflow automation for assigning tasks and tags

• Dedicated secure client portal with customized access permissions

• Integrated MCP Server to connect AI tools directly to your CRM

• Comprehensive activity tracking for calls, meetings, tasks, and files

• Built-in invoice builder featuring discounts, tax calculations, and partial payments

Note: Feature availability may vary depending on the chosen license tier or plan.